Tag: Advisor Enablement

Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors

WESTLAKE, Texas, April 16, 2025 — The Charles Schwab Corporation today announced it has made a minority investment in Wealth.com, the #1 rated estate planning platform in wealth management that is modernizing how financial advisors help clients of all wealth levels with their estate planning needs.

Schwab’s investment will help Wealth.com continue to scale its capabilities to make it easier for financial firms and advisors to provide valuable estate planning services to individuals and families. Wealth.com’s platform equips advisors and financial professionals to offer estate planning solutions that are modern and sophisticated—yet approachable and easy for clients to navigate. Financial advisors use Wealth.com’s platform to help clients optimize their estate plans or give clients without an estate plan the ability to immediately self-create robust legal documents (e.g., wills and revocable trusts) in all 50 U.S. states and D.C. at a fraction of the cost of an estate attorney.

“We’re enhancing our wealth management offer by building out trust and estate capabilities that will help us serve our clients’ evolving needs, wherever they are on their financial journeys,” said Neesha Hathi, Managing Director, Head of Wealth and Advice Solutions. “Wealth.com is a leading provider of an intuitive and easy-to-use trust and estates process, powered by Artificial Intelligence.”

“Investors want to conduct more of their financial lives in one place, and advisors are increasingly looking for tools and platforms that enable them to scale their business and grow,” said Rick Wurster, President and CEO of the Charles Schwab Corporation. “Wealth.com is an important first step in building out a support ecosystem for our advisor clients as they respond to investors’ needs, while also providing a scalable and easy-to-use solution for our retail clients to meet more of their financial needs at Charles Schwab.”

“This is more than an investment. It’s the foundation for something much bigger,” said Wealth.com CEO Rafael Loureiro. “Together, we’re reimagining estate planning at scale — delivering modern tools that empower advisors, elevate client outcomes, and redefine what’s possible in wealth management.”

As an extension of this strategic investment, the two firms are also developing opportunities to offer access to Wealth.com’s estate planning tools to Schwab’s clients. Details and launch plans to follow.

The terms of the investment have not been disclosed.

About Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 36.9 million active brokerage accounts, 5.5 million workplace plan participant accounts, 2.0 million banking accounts, and $10.28 trillion in client assets as of February 28, 2025. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab Co., Inc. (member SIPC, https://www.sipc.org ), and its affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial,

operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal

Housing Lender), provides banking and lending services and products. More information is available at https://www.aboutschwab.com.

Brokerage Products: Not FDIC Insured · No Bank Guarantee · May Lose Value

Turning Market Turmoil into Estate Planning Opportunity

No one gets married planning for divorce—but failing to plan can leave assets vulnerable. In this episode, Thomas Kopelman, Anne Rhodes, and Dave Haughton dive into why prenuptial agreements (prenups) are a key estate planning tool, not just a safeguard for the ultra-wealthy. They break down the difference between community and separate property, how prenups protect business owners, and what happens if you don’t have one in place. They also discuss post-nuptial agreements, common misconceptions, and how advisors can guide clients through these crucial conversations.

Spotify, Apple Podcasts or anywhere you listen to podcasts.

For any questions, email us at [email protected].

Wealth.com Announces Strategic Integration With eMoney to Deliver Streamlined AI-Powered Estate and Financial Planning Capabilities for Advisors

PHOENIX – Wealth.com, the leading digital estate planning platform for financial advisors, today announced a strategic integration with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. This integration will empower financial advisors on the Wealth.com platform to deliver more efficient, accurate and holistic estate and financial planning solutions to their clients. Upon launch, advisors will be able to eliminate manual data entry and ensure real-time synchronization of financial data for a more fully integrated, AI-powered wealth management experience.

“Financial advisors have long been impeded by fragmented tools and time-consuming manual processes that have historically been part of the estate and financial planning process,” said Danny Lohrfink, co-founder and chief product officer at Wealth.com. “Our integration with eMoney eliminates that friction for wealth managers and will help them to deliver more accurate and timely estate planning advice to their clients.”

With this integration, available this month, advisors can incorporate eMoney data within the Wealth.com platform to accomplish the following:

  • Eliminate Duplicative Data Entry: Reduce administrative burden and reclaim time by streamlining workflows across estate and financial planning platforms.
  • Ensure Data Consistency and Integrity: Minimize risk and error with real-time synchronization of key financial data, ensuring advisors and clients always operate from a single source of truth.
  • Deliver a Unified Planning Experience: From the first financial projection to the final legacy document, advisors can now guide clients through a cohesive, tech-enabled journey that builds trust and deepens engagement.

With recent market volatility, firms are increasingly turning to holistic planning as a safe haven to deliver value beyond portfolio performance. Legacy and estate planning have become essential pillars for building client trust and driving long-term retention. This strategic integration between Wealth.com and eMoney empowers firms to offer a unified estate and financial planning experience that helps advisors provide stability, clarity and enduring value in any market environment.

“We’re committed to streamlining and strengthening the financial planning process by offering powerful integrations with premier solutions that address diverse client needs,” said Luke White, group product manager at eMoney. “We’re pleased to offer this integration with Wealth.com to help our joint clients build stronger client relationships through accessible, automated and efficient estate planning.”

Wealth.com is the preferred estate planning platform for more than 800 wealth management firms, continuously increasing its capabilities to further enhance the advisor-client experience. In addition to this strategic integration, Wealth.com recently launched its Scenario Builder tool, the first all-in-one estate planning modeling tool designed to give advisors, wealth planners and estate attorneys insights into the potential impacts of various strategies on a client’s estate. With this partnership and recent innovations, Wealth.com continues to meet the increasing demand for premier estate planning services.

To learn more about Wealth.com’s advanced, end-to-end estate planning platform, please visit Wealth.com.

About wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering 800+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

About eMoney Advisor, LLC

eMoney Advisor, LLC (“eMoney”), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s award-winning software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.

Contacts

MEDIA CONTACT:

StreetCred PR
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Hannah Dixon
317-590-0915
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Rob Farmer
415-377-3293
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Prenups, Post-Nups, and Protecting Assets in Marriage

No one gets married planning for divorce—but failing to plan can leave assets vulnerable. In this episode, Thomas Kopelman, Anne Rhodes, and Dave Haughton dive into why prenuptial agreements (prenups) are a key estate planning tool, not just a safeguard for the ultra-wealthy. They break down the difference between community and separate property, how prenups protect business owners, and what happens if you don’t have one in place. They also discuss post-nuptial agreements, common misconceptions, and how advisors can guide clients through these crucial conversations.

Spotify, Apple Podcasts or anywhere you listen to podcasts.

For any questions, email us at [email protected].

How to Handle Digital Assets in Estate Planning

Crypto, online accounts, and other digital assets are now a critical part of estate planning—but many advisors and clients aren’t prepared. In this episode, Thomas Kopelman and Dave Haughton break down what advisors need to know, from crypto taxation and security risks to ensuring digital assets are accessible when needed. They cover key estate planning strategies, common mistakes, and how to help clients organize and protect their full digital footprint. Ignoring digital assets isn’t an option—advisors who understand them will be the ones clients trust most.

Subscribe and listen on Spotify, Apple Podcasts or anywhere you listen to podcasts.

For any questions, email us at [email protected].

How AI Is Changing Wealth Management and Estate Planning

AI is transforming wealth management and estate planning, but how should advisors think about it? In this episode, Thomas Kopelman, Dave Haughton, and Anne Rhodes sit down with Seungwoo Son, VP of Applied AI at Wealth.com, to unpack what AI can do today—and where it’s headed. They break down how advisors can use AI to streamline workflows, why human oversight still matters, and what to watch for when evaluating AI tools. From data privacy concerns to spotting unreliable outputs, they cover the must-knows for integrating AI effectively. AI won’t replace advisors, but those who use it wisely will have a clear advantage.

Subscribe and listen on Spotify, Apple Podcasts or anywhere you listen to podcasts.

For any questions, email us at [email protected].

What is a Financial Advisor’s True Role in Estate Planning?

This week, hosts Thomas Kopelman and Dave Haughton provide their perspectives on the critical role advisors have in helping their clients with their estate plans. They already have an intimate understanding of their financial situation and future goals, so they’re uniquely positioned to help educate them on their estate plan options. They discuss how advisors can integrate estate planning into ongoing financial planning sessions, how to coordinate with estate attorneys and other third-parties and, ultimately, how they can be the go-to person to help their clients make informed decisions.

Subscribe and listen on Spotify, Apple Podcasts or anywhere you listen to podcasts.

For any questions, email us at [email protected].

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